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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $16,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,611 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,408 | $67,352-40.0% | $60,899-33.6% | $134,509-70.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -17.48% | 49.99%-67.5pp | 16.92%-34.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $240 | $4,585-94.8% | $3,225-92.6% | $11,427-97.9% |